What Do We Charge?
As a fee-only fiduciary, we charge for ongoing comprehensive financial planning and investment management of our clients' portfolios. We believe in creating rewarding long-term partnerships with our clients, and therefore we provide a 20% loyalty discount on fees after the first five years of service.
|
Account Value |
Annual RateFirst 5 Years |
Annual Rate5+ Years Loyalty Discount |
|
Up to $500K |
1.20% |
0.96% |
|
$500K to $999K |
1.00% |
0.80% |
|
$1M to $5M |
0.80% |
0.64% |
|
$5M+ |
Negotiable |
Negotiable |
* Please note, fees are applied progressively on account values. Loyalty Discount grandfathered in for existing clients; eligible new clients must start before 1/1/25 to qualify.